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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,533 | $160,070-98.4% | $147,117-98.3% | $145,897-98.3% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 1.63% | 98.69%-97.1pp | 420.54%-418.9pp | 552.29%-550.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $247 | $8,419-97.1% | $8,065-96.9% | $6,689-96.3% |
| Admin fee / account holder | $997 | $15,035-93.4% | $12,993-92.3% | $13,390-92.6% |